The problem
A patio or driveway can mean $2,660£2,000€2,380A$3,840C$3,760 or more of stone, sub-base and skips ordered before you start. If the customer pulls out after you've ordered, you're left with cut or special-order materials you can't send back. One canceled job a quarter leaving $1,064£800€952A$1,536C$1,504 of stone in your yard is about $355£267€318A$513C$502 a month lost.
What the AI does
Tradify's Pro plan includes online quote acceptance and progress invoicing, which the pricing page describes as covering deposits and progress payments, and every plan takes online and card payments. When the customer accepts the quote online, you send a deposit invoice for the materials and only place the order once it's paid.
A worked example
A three-person landscaping firm in Guildford does about two patios or driveways a month alongside garden maintenance, already on Tradify Pro. They ask for a deposit covering the materials when each hard landscaping quote is accepted.
Before
Materials ordered on the firm's account before any payment; about one cancellation a quarter leaving $1,064£800€952A$1,536C$1,504 of stone
After
Deposits paid before every materials order; $0£0€0A$0C$0 of stone left unpaid for
What it's worth
About $355£267€318A$513C$502 a month in losses avoided, against $49£37€44A$71C$70 to $148£111€132A$213C$209 for Tradify Pro. That is one cancellation a quarter leaving $1,064£800€952A$1,536C$1,504 of materials, divided by 3. If you already use Pro for recurring visits, the deposit feature costs nothing extra.
How to set it up
- Set your deposit rule, for example the cost of materials on any hard landscaping job, and put it in your quote terms.
- Send hard landscaping quotes from Tradify Pro so the customer can accept them online.
- When a quote is accepted, send the deposit invoice straight away with a link to pay online.
- Order materials only once the deposit has cleared.
- Invoice the balance against the same job when the work is finished.
What goes wrong
- Contracts agreed at the customer's home or online usually come with a 14-day right to cancel under the Consumer Contracts Regulations, and a deposit may have to be refunded in that time. Get advice on your terms and on starting work early.
- Card fees on large deposits can be significant, and the pricing page doesn't show Tradify's payment fees. Check them, and offer bank transfer.
- Tradify charges per user: three users on Pro is $148£111€132A$213C$209 a month (3 × $49£37€44A$71C$70). The page doesn't say whether VAT is included.